Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47890.01 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46495.06 Kr¶
PnL: ---------------------------------------> -393.51 Kr¶
DD now: ---------------------------------> -1.521 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 16:33:17.979932'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.810000 | 3234.400000 | 263.400000 | 8.870000 | 2971.000006 |
| HEBA B | 70 | 2.030000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Corem Property Group B | 59 | 3.460000 | 634.840000 | 57.840000 | 10.020000 | 576.999999 |
| Boozt | 12 | 1.490000 | 1711.200000 | 57.200000 | 3.460000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| AcadeMedia | 12 | 1.540000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.260000 | 396.800000 | 41.800000 | 11.770000 | 355.000000 |
| HMS Networks | 2 | 4.030000 | 712.400000 | 39.400000 | 5.850000 | 673.000000 |
| MedCap | 2 | 3.370000 | 460.000000 | 39.000000 | 9.260000 | 421.000000 |
| Resurs Holding | 22 | 0.330000 | 603.020000 | 29.020000 | 5.060000 | 573.999998 |
| Norva24 Group | 16 | 0.570000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | 1.900000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| SAAB B | 8 | -1.370000 | 3392.800000 | 15.800000 | 0.470000 | 3377.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.640000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| CTEK | 13 | 2.580000 | 543.660000 | 9.660000 | 1.810000 | 533.999999 |
| Karnov Group | 9 | 0.330000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Securitas B | 6 | 2.190000 | 576.360000 | 6.360000 | 1.120000 | 570.000000 |
| Swedbank A | 3 | 0.030000 | 567.450000 | 3.450000 | 0.610000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.690000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Creaspac SPAC | 6 | -0.210000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Handelsbanken A | 5 | 0.140000 | 544.750000 | -1.250000 | -0.230000 | 546.000000 |
| Essity B | 2 | -2.360000 | 563.800000 | -10.200000 | -1.780000 | 574.000000 |
| Midsona B | 63 | 1.800000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.220000 | 3441.140000 | -12.860000 | -0.370000 | 3453.999992 |
| Essity A | 4 | -1.910000 | 1128.000000 | -21.000000 | -1.830000 | 1149.000000 |
| International Petroleum Corp. | 5 | 4.290000 | 571.500000 | -23.070000 | -3.880000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -0.740000 | 552.400000 | -60.600000 | -9.890000 | 612.999432 |
| Axfood | 13 | -0.360000 | 3647.800000 | -108.200000 | -2.880000 | 3756.000001 |
| OX2 | 18 | -0.810000 | 1437.300000 | -226.700000 | -13.620000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | -0.720000 | 2860.000000 | -502.000000 | -14.930000 | 3361.999992 |
| TOTAL | 46495.060000 | -393.510000 | -1.52145% | 46888.564618 |
Updated:¶
'2023-01-23 16:33:30.493915'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
